Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

STARWOOD PPTY TR INC (STWD)

511 + Investors. Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — STWD

Based on 497 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added STWD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
497 hedge funds hold STWD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

235 buying258 selling
Last quarter: 258 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new STWD position: 45 → 56 → 64 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
329 out of 497 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

54 → 45 → 56 → 64 → 74 new funds/Q
New funds entering each quarter: 45 → 56 → 64 → 74. A growing number of institutions are discovering STWD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 511 current holders: 354 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
38 of 497 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in STWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: STWD

How many hedge funds hold STWD — quarterly history vs. share price
Quarterly hedge fund ownership of STWD vs. share price

Market Analysis: STWD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: STWD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

74 top-rated funds 3 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: STWD
2026 Q1 Stats Unlock in 15 days 511 + Investors

Track Smart Money conviction in STWD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 511 511 -
13F Shares 193M 220M -12.26%
Total Value $3.47B $3.75B -7.5%
New Positions 74 64 +10
Increased Positions 170 242 -72
Closed Positions 71 51 +20
Reduced Positions 212 151 +61
Total Calls 9 11 -18.18%
Total Puts 15 20 -25.0%
PUT/CALL Ratio 1.67 1.82 Bearish

Statistics: STWD

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

511 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in STWD. Verified SEC 13F-HR filings.

Top 25 institutional holders of STWD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seneca House Advisors 4.25% 621,728 $10.7M
2 Grange Capital, LLC 3.32% 193,534 $3.3M
3 GraniteShares Advisors LLC 1.62% 130,387 $2.2M
4 Carmel Capital Partners, LLC 1.23% 197,863 $3.4M
5 Columbus Macro, LLC 1.20% 651,930 $11.2M
6 SkyOak Wealth, LLC 1.09% 346,798 $6.0M
7 CORRADO ADVISORS, LLC 1.04% 115,711 $2.0M
8 Leeward Investments, LLC - MA 1.00% 1,177,955 $20.3M
9 Portman Square Capital LLP 1.00% 1,501,000 $25.8M
10 Advisors Capital Management, LLC 0.80% 4,004,158 $69.0M
11 WJ Financial Advisors LLC 0.71% 51,337 $884K
12 VISION FINANCIAL MARKETS LLC 0.63% 37,700 $649K
13 Miller Global Investments, LLC 0.49% 30,790 $530K
14 Carnegie Lake Advisors LLC 0.44% 64,693 $1.1M
15 Aljian Capital Management, LLC 0.40% 112,633 $1.9M
16 Register Financial Advisors LLC 0.40% 62,490 $1.1M
17 InTrack Investment Management Inc 0.38% 38,799 $668K
18 United Advisor Group, LLC 0.37% 173,717 $3.0M
19 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.36% 122,959 $2.1M
20 Oak Thistle LLC 0.36% 212,437 $3.7M
21 WOODWARD DIVERSIFIED CAPITAL, LLC 0.35% 42,448 $770K
22 Focused Wealth Management, Inc 0.28% 157,131 $2.7M
23 AM INVESTMENT STRATEGIES LLC 0.28% 73,722 $1.3M
24 Morey & Quinn Wealth Partners, LLC 0.28% 22,568 $389K
25 MeadowBrook Investment Advisors LLC 0.27% 17,570 $303K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — STARWOOD PPTY TR INC (STWD)

What does the Smart Money Trend signal show for STWD?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added STWD than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for STWD?

More sellers than buyers — 48% buying: Last quarter: 258 funds reduced or exited vs 235 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for STWD holders?

Elite ownership — 51% AUM from top-100 funds: 38 of 497 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in STWD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held STWD?

66% of holders stayed for 2+ years: 329 out of 497 hedge funds have held STWD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.